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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

755 hedge funds and large institutions have $8.04B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 339 increasing their positions, 214 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
10.12%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.29%
New
62
Increased
339
Reduced
214
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$217M
2
Bank of America
Bank of America
North Carolina
+$53.6M
3
WTB
Washington Trust Bank
Washington
+$50.2M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$24.9M
5
RFP
Root Financial Partners
California
+$19.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$146M
2
FCI
Financial Counselors Inc
Kansas
-$109M
3
GVAG
Great Valley Advisor Group
Delaware
-$43.5M
4
DP
Divergent Planning
Maryland
-$8.41M
5
Northern Trust
Northern Trust
Illinois
-$7.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
576
Francis Financial
$319K – – –
BAAM
577
Baker Avenue Asset Management
California
$318K – – –
ATC
578
Argent Trust Co
Tennessee
$318K -$8.98K -141 -3%
DI
579
Disciplined Investments
Oklahoma
$317K – – –
MAMG
580
Milestone Asset Management Group
Connecticut
$317K +$382 +6 +0.1%
SWMG
581
Signature Wealth Management Group
Georgia
$315K -$47.1K -739 -13%
CWA
582
Canvas Wealth Advisors
Kansas
$314K -$292K -4,434 -48%
PMIM
583
Prudent Man Investment Management
Colorado
$314K – – –
ME
584
McIlrath & Eck
Washington
$308K -$214K -3,357 -41%
TP
585
Tranquility Partners
Tennessee
$308K +$21.9K +343 +8%
MWM
586
Meritas Wealth Management
California
$307K – – –
BFPW
587
BOK Financial Private Wealth
Colorado
$304K – – –
AWA
588
Arbor Wealth Advisors
Michigan
$304K – – –
AFA
589
Avant Financial Advisors
Texas
$300K – – –
CA
590
Cornerstone Advisory
Maryland
$296K – – –
SW
591
SteelPeak Wealth
California
$295K – – –
TWCA
592
Two West Capital Advisors
Kansas
$292K +$264 +4 +0.1%
FRA
593
Frank Rimerman Advisors
California
$292K +$64 +1 +0%
VWA
594
Valued Wealth Advisors
Utah
$291K -$467K -7,329 -62%
M&T Bank
595
M&T Bank
New York
$289K – – –
S
596
SignatureFD
Georgia
$288K – – –
TCM
597
Towneley Capital Management
California
$286K -$34.7K -544 -11%
RWM
598
RKL Wealth Management
Pennsylvania
$284K – – –
SAG
599
SageView Advisory Group
California
$277K -$37.8K -573 -12%
SAM
600
Summit Asset Management
Tennessee
$274K – – –
22 23
24
25 26